Heartland Advisors

Resources

Shareholder Forms & Documents

Heartland Funds Coverdell ESA Account Amendment

Heartland Funds Coverdell ESA Account Application

Heartland Funds Entity Account Application

Heartland Funds Regular Account Application

Heartland Funds IRA Account Application

Heartland Funds IRA Account Distribution Form

Heartland Funds IRA Account Maintenance Form

Heartland Funds IRA Account Transfer/Rollover Form

Heartland Funds IRA Additional Investment Form

Heartland Funds Letter of Instructions Form

Heartland Funds Name Change Form

Heartland Funds Redemption Request Form

Heartland Funds Regular Account Change of Registration Form

Heartland Funds Regular Account Change of Registration Guidelines

Heartland Funds Regular Account Cost Basis Election Change Form

Heartland Funds Regular Account Maintenance Form

Heartland Funds Regular Account Transfer on Death Designation Form

Distributions

Tax Information

Fund Prospectus & Regulatory Filings

Heartland Mid Cap Value Fund
Investor Class Summary Prospectus Statutory Prospectus Statement of Additional Information Annual Report Semiannual Report Schedule F Q1 Holdings Schedule F Q3 Holdings
Institutional Class Summary Prospectus Statutory Prospectus Statement of Additional Information Annual Report Semiannual Report Schedule F Q1 Holdings Schedule F Q3 Holdings
 
Heartland Value Plus Fund
Investor Class Summary Prospectus Statutory Prospectus Statement of Additional Information Annual Report Semiannual Report Schedule F Q1 Holdings Schedule F Q3 Holdings
Institutional Class Summary Prospectus Statutory Prospectus Statement of Additional Information Annual Report Semiannual Report Schedule F Q1 Holdings Schedule F Q3 Holdings
 
Heartland Value Fund
Investor Class Summary Prospectus Statutory Prospectus Statement of Additional Information Annual Report Semiannual Report Schedule F Q1 Holdings Schedule F Q3 Holdings
Institutional Class Summary Prospectus Statutory Prospectus Statement of Additional Information Annual Report Semiannual Report Schedule F Q1 Holdings Schedule F Q3 Holdings

Advisor Regulatory Filings

Heartland Advisors ADV Brochure

Heartland Advisors ADV Part 1

Heartland Advisors ADV Brochure Supplements

Heartland Advisors Form CRS

Firm Governance

Heartland Advisors and Heartland Group Business Conduct Rules and Code of Ethics

Heartland Advisors Proxy Voting Policy

Heartland Funds Annual Report of Proxy Voting Record

Heartland Funds Board of Directors Audit Committee Charter

Heartland Funds Board of Directors Nominating and Governance Committee Charter

Heartland Funds Sarbanes - Oxley Code of Ethics

 

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©2023 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

Heartland’s investing glossary provides definitions for several terms used on this page.

Separately managed accounts and related investment advisory services are provided by Heartland Advisors, Inc., a federally registered investment advisor. ALPS Distributors, Inc., is not affiliated with Heartland Advisors, Inc.

Past performance does not guarantee future results.

The Heartland Funds are distributed by ALPS Distributors, Inc.

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